This document outlines the agenda for a digital transformation conference on October 4th, 2016. The agenda includes: - Discussions on what digital transformation is and case studies from Save the Rhino and Spofforths Brighton on their digital journeys. - A session on integrating customer relationship management (CRM) and finance systems. - A presentation from The Officers' Association on building an online community and increasing engagement. - An exercise for participants to self-assess their organization's digital maturity followed by a panel discussion. - Next steps and closing remarks from the conference organizers.

1. Digital
Transformation
and YOU
Tuesday 4th October 2016
1.15pm-4pm
#digitaltransformation16

2. Welcome
Steve Rose, Technology Director
ShoNet
steve@shonet.co.uk

3. Programme (First Half)
▸ What is “digital transformation”?
Alex Spofforth, Spofforths Brighton
▸ Save the Rhino’s Journey
Susie Offord-Woolley, Save the Rhino International
▸ Integrating front office & back office (CRM + Finance)
Daniel Daly, Spofforths Brighton
▸ Building a community to better engage beneficiaries
Brian Parsanka, The Officers’ Association

4. Programme (Second Half)
▸ Self-Assessment exercise & discussion of your digital vision
Ian Seath, Improvement Skills Consulting
▸ Audience & panel discussion
with Susie Offord-Woolley & Daniel Daly
▸ Next steps
Steve Rose & Alex Spofforth

5. What is “digital transformation”?
Alex Spofforth, Partner
Spofforths Brighton

6. Susie Offord-Woolley | Deputy Director
Save the Rhino’s journey
Connecting conservation and communities
www.savetherhino.org

7. 1. Challenges and barriers

8. Why did we want to change
▸Our previous database was outdated
▸Couldn’t easily access our data
▸Clunky and time consuming
▸Lots of manual processes, people avoided using the
DB if possible
▸Expensive to maintain and update
▸Didn’t integrate with any other system
▸We were getting no where with the database
company who couldn’t see why we weren’t happy

9. Budget

10. Trustee sign off

11. Small team

12. Opportunity to tackle all those frustrations

13. Step one: Requirements capture and choosing a solution
▸Sat down with each member of the team to go
through all the requirements
▸Compiled this into a tender document
▸Planned a tender timetable and sent tender out to
approx. 20 agencies
▸Developed a marking criteria to see how responses
matched to our requirements
▸Invited 4 to present their system

14. Step two: Mapping processes
Reviewed all of our processes and where we want to be in 5 years

15. Step three: Managing the project
▸Requires a project owner within the charity
▸Useful to have a second project support for holidays
etc.
▸Weekly calls with Shonet and our web agency to
track progress against timeline
▸Issues tracking list which was reviewed each week
▸Cancelled other SRI projects to free up time to
manage project

16. Step five: Testing
▸We used our original requirements to help
test the system
▸Created test scenarios to run through the
system i.e. two marathon runners want to
fundraiser together using virgin Money
giving etc.
▸Shonet do an Agile process for testing
(iterative process)

17. Step six: Training
▸Shonet provided training days
▸We created a Salesforce handbook
▸Internal training sessions to ensure
everyone was working consistently

18. 3.The solution

19. 4. Benefits and lessons learnt

20. Benefits
▸We can now access our data efficiently
▸Data is clean
▹ We can run profiles on our supporter base
▸Processes are mapped out and are more efficient
▸Team works better together, more collaborative
▸Opportunity to steward supporters
▸Integrated with other systems (Outlook, Mailchimp,
Eventbrite)

21. ▸All our data is in one place – not in excel
documents
▸Much more motivated team as they don’t
face so many barrier
▸Online fundraising has increased
▹2014-15 £33,302 online donations
▹2015-16 £54,556 online donations (39% increase)

22. Lessons learnt
▸Project owner needs to be very motivated
and have a vision of what they want
▸Ensure you are clear about your
requirements
▸Involve the team in the process – it utilises
their knowledge and buys them into the
solution
▸Create capacity within the team – you

23. ▸Don’t get tied into one agency
▸Ensure you look at your business processes and map
the solution around these (not the other way around)
▸Estimate the amount of time required for testing * 4
▸Plan for internal training – some team members will
be resistant to change
▸Always plan a phase two – almost impossible to
know everything you want ahead of using the system

24. Thank you
Susie Offord, Deputy Director
susie@savetherhino.org
Save the Rhino International
Unit 5, Coach House Mews
217 Long Lane
London SE1 9AQ
Tel: +44 (0)20 7357 7474
www.savetherhino.org

26. Integrating front office & back office
(CRM + Finance)
Daniel Daly
Spofforths Brighton

27. Digital Transformation and YOU
Brian Parsanka
Digital Project Manager
Officers’ Association

28. Who we are and what we do
• Military charity
• Support Commissioned Officers of the Tri -
services & Their Families
▫ Helping officers find employment
▫ Providing advice
▫ In cases of need, financial support
04/10/2016 Digital Transformation and YOU

29. The Challenges
Digital integration across all platforms – App
– Website – Salesforce - Eventbrite etc – Is a
must to gain most out of your existing systems
• Getting The OA out there
• Growing our online community
• Increasing engagement and keeping it
• Reaching new members
• Encouraging regular use of our services
04/10/2016 Digital Transformation and YOU

30. Providing Leadership
• As with any new initiatives important to have
support and buy in from leadership team
at outset – important for them to understand
what trying to achieve and solutions available
04/10/2016 Digital Transformation and YOU

31. Building on Existing Systems
• Current delivery based around integration of OA website
– Salesforce portal pages – Apps such as Eventbrite an
Gotowebinar – Dotmailer (bulk emails) Salesforce
• Analysis of google analytics indicated that majority of
existing job seekers using mobiles or tablets to
access out services
• Keen to service this group – Transition App logical
development
04/10/2016 Digital Transformation and YOU

32. Google Analytics Top 10 OA Website
Users
04/10/2016 Digital Transformation and YOU

33. Google Analytics Top 10 Portal Users
04/10/2016 Digital Transformation and YOU

34. Top 5 Newsletter Clients
04/10/2016 Digital Transformation and YOU

35. Building on Existing Systems (Now)
04/10/2016 Digital Transformation and YOU
PORTAL WEBPAGES
(Salesforce)
•Hon Reps
•Jobseekers
STAFF AREA
•Benevolence,
•Database
•Job Orders
PUBLIC AREA (Main
Website)
PRIVATE AREA
With content for
Hon Reps,
OA WEBSITE SALESFORCE
SINGLE
LOGIN
SalesForce
Portal Page

36. The Solution
04/10/2016 Digital Transformation and YOU
APP
MAIN OA WEBSITE
(Public)
SALESFORCE
(Jobseeker Member Area)
LOG ON
(Via Communities)

37. The Solution (OA Transition App)
04/10/2016 Digital Transformation and YOU

38. Lessons Learnt
▫ Be realistic about the scope and what can be
included – understand the problem you are trying
to solve (scope creep!)
▫ Identify the success criteria
▫ Dedicated project manager
▫ Select the right partner
▫ Stay on track (time – money – fit for purpose)
with regular reviews (weekly at least)
04/10/2016 Digital Transformation and YOU

39. Digital Transformation and YOU
Break
#digitaltransformation16

40. How digital are you now?
Pre-workshop survey
Ian Seath, Director
Improvement Skills Consulting

41. Key themes: Enablers and Results
Leadership
People
Strategy
Processes
Beneficiary impacts
Income generation
Internal efficiencies

42. Digital Transformation Maturity
Initial Intent Initiative Intelligent Inspiring
Leadership
Q1-2
Strategy
Q3-4
People
Q5
Processes
Q6-8
Results
Q9-11
Current state? Future state?

43. How “digital” are you now?

45. Audience and panel discussion
with Susie Offord-Woolley & Daniel Daly

46. Next steps
with Steve Rose & Alex Spofforth

47. Thank you
Remember to complete our event feedback
questionnaire online for your chance to have a free
one-to-one session with our consultants about
your organisation’s digital transformation.